Meena Radhika Birbal
panvel
Summary
Dynamic Associate Customer Service Manager at IDFC FIRST BANK with expertise in KYC compliance and operational efficiency. Proven track record in enhancing service delivery and achieving high customer satisfaction. Skilled in conflict resolution and adept at leveraging financial product knowledge to drive sales and improve branch performance.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Associate Customer Service manager
IDFC FIRST BANK
PANVEL
09.2025 - Current
- Managed daily branch operations and administration while ensuring compliance with bank policies and procedures.
- Assisted with service delivery for internal and external customers at a designated rural branch.
- Supported retail banking product delivery in rural and semi-urban areas.
- Processed cash and clearing transactions securely and efficiently.
- Verified documents, including KYC checks, application forms, and loan paperwork.
- Entered application details, created customer IDs, and set up accounts.
- Supported strong audit ratings through consistent compliance and sound operational practices.
- Worked with business teams to apply operational and regulatory practices, including lending operations and risk management.
- Led quality initiatives that streamlined processes and enhanced service level agreements (SLAs).
- Secondary responsibilities.
Customer Service Executive
MuthootFincorpLTD
Navi Mumbai
02.2024 - 08.2025
- Assisted customers with loan processing, gold loans, and inquiries about financial products while enhancing customer satisfaction.
- Resolve customer grievances effectively and maintain high service standards.
- Handle cash transactions, verify KYC documents, and ensure compliance with RBI guidelines.
- Supported branch operations and cross-sold financial products to meet sales targets, contributing to branch revenue growth.
Education
PGDM - Finance
MIT School of Distance Education
PUNE07-2026
BBA - FinanceManagement
Poornima University
JaipurSkills
- KYC compliance
- Cash handling and transaction processing
- Financial product sales
- Bank reconciliation
- Retail investment products
- Relationship management
- Small business financing
- Money transfer systems
- Transaction processing accuracy
- Financial transactions
- Operational efficiency
- CRM and banking
- Regulatory compliance
- Data entry
- Numerical accuracy in transaction processing
- Customer issue resolution
- Effective communication skills
- Relationship management
- Product solutions
- Problem-solving and conflict resolution
- Task prioritization
- Attention to detail
- Microsoft Office
- Financial product knowledge
- Financial product sales
- Retail investment products
Certification
Banking & Financial Services Certification, AML & KYC Compliance Training, Financial Modeling & Investment Analysis(Pursuing)
Languages
English, Hindi, Marathi
Projects & Achievements
Improved branch operational efficiency by streamlining transaction processing., Recognized for achieving high customer satisfaction scores., Contributed to cross-selling initiatives, increasing product adoption rates.
Declaration
I hereby declare that the above information is true and correct to the best of my knowledge
Timeline
Associate Customer Service manager
IDFC FIRST BANK
09.2025 - Current
Customer Service Executive
MuthootFincorpLTD
02.2024 - 08.2025
PGDM - Finance
MIT School of Distance Education
BBA - FinanceManagement
Poornima University